Our Process

We are not Finra Broker-Dealers, Finders, LO's, ISO's, or others that work strictly on a commission basis; nor is all of our work pro bono. Our process is to analyze your business and goals, review your funding request, and choose the correct venue of funding and a more educated approach to capital. We don't work on a casual basis.   

While we are not for everyone, we are for those that want to stand out and be completely ready to engage the process from inception to close. Be aware that there most likely be costs associated with engagement from professional service providers such as legal reviews, technical writing, and administrative costs. We also may ask you to engage in alternative relationships and venues so that we can help you build company strength. Please be aware of this before engaging in a discussion with us. By being strong, defined, and ready you create an easier experience for everyone involved. The following is a general overview of our process, but may not apply to each individual case. 

Post funding compensation is done on a case-by-case basis and is contained in our engagement agreement. Any post-funding efforts are based on an ongoing, mutually agreed to consultation agreement that builds long term value, not a commission. Typically we seek reasonable equity options as well.              

Pre-Funding Preparation (Pending Review and Venue)

  • A directional overview and qualification by an initial interview

  • An initial evaluation (Short form)

  • Background check

  • A presentation analysis or loan package

  • Initial interface (Pitch) coaching for the CEO 

  • Company Creation of a due diligence package and overview

  • Company Creation of a condensed pitch deck

  • Company Creation of the “Use of Funds” statement

  • Company Creation of the simplistic overview      

  • Attorney reviewed offering (PPM) under the appropriate Reg if applicable


  • Inclusion into our Fund 

  • The attachment of a Broker-Dealer to clear securities and possibly participate    

  • The exemption filing with Edgar and the SEC

  • Filing with second-tier 144 platforms

  • The creation of an electronic secure portal to house the promotional materials

  • The PPM, Subscription Agreements, and other vital documents can be accessed and available online.

  • Compliance filings & valuations

  • Criteria driven investment and acquisition sources internationally

  • Post funding reporting, investor communications, and growth support


Legal Disclaimers

VX Global provides this website to relay information on our services. VX Global is not responsible for, and expressly disclaims all liability for damages of any kind arising out of use, a reference to, or reliance on any information contained within the site. While the information contained within the site is periodically updated, no guarantee is given that the information provided within this website is correct, complete, and up-to-date. ​Although the VX Global Web site may include links providing direct access to other Internet resources, including Web sites, VX Global is not responsible for the accuracy or content of information contained in this site. ​Links from VX Global to third-party sites do not constitute an endorsement by VX Global. VX Global has not investigated the claims made by any displayed information. Information is based solely on material displayed on alternate sites. We urge you to use caution and discretion when working in the capital markets. Regulations vary from State to State and Country to Country. The use of this site does not constitute an endorsement by our firm, waiver of compliance processes or other filings that may be required in order to raise capital.    

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